In re Estate of Anderson
311 Neb. 758
| Neb. | 2022Background
- Krystal J. Collins petitioned for informal probate of Carroll M. Anderson’s 2021 will and received letters appointing her personal representative; the will largely disinherited the decedent’s adult children, Roger D. Anderson and Carol J. Noble.
- Anderson and Noble filed a formal will contest (alleging lack of capacity, undue influence, and misconduct), offered a 2002 will for probate, and requested (among other relief) appointment of a special administrator and an order restraining Collins. Payable-on-death accounts naming Collins as beneficiary and alleged dissipation risk were central to their concern.
- Anderson and Noble timely served a notice transferring the will contest to district court under Neb. Rev. Stat. § 30-2429.01; the county court later scheduled and held a hearing on the special-administrator/restraining requests.
- The county court concluded the transfer divested it of jurisdiction and denied the requests without deciding their merits, relying on In re Estate of Miller.
- The children appealed; the Nebraska Supreme Court considered (1) whether the county court’s order was a final, appealable order and (2) whether the county court was divested of jurisdiction to decide the special-administrator and restraining requests.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the county court’s denial of a special administrator and a restraining order is a final, appealable order | Anderson & Noble: denial affects substantial rights (irreversible harm); cannot be vindicated after final judgment | Collins: no final order because parties are disinherited and rights can be vindicated on final appeal | Held: Order is final and appealable under §25-1902; denial of special administrator/restraining order affects substantial rights (citing Muncillo and Lakin). |
| Whether transfer of the will contest to district court under §30-2429.01 divests the county court of jurisdiction to appoint a special administrator or restrain the personal representative | Anderson & Noble: county court retains original probate jurisdiction to protect the estate and decide matters outside the narrow will-validity contest | Collins: transfer vests district court with jurisdiction over all related proceedings (relying on Miller) | Held: County court retains jurisdiction over matters outside the narrow question of will validity; Miller is disapproved to the extent it suggested otherwise. |
| Whether the county court properly denied appointment of a special administrator and restraining order on the merits | Anderson & Noble: appointment necessary to preserve estate given POD accounts and alleged misconduct | Collins: (procedural) court lacked jurisdiction; (merits) objected to claims | Held: Merits not decided; case reversed and remanded for the county court to address the requests on the merits. |
Key Cases Cited
- In re Estate of Miller, 231 Neb. 723, 437 N.W.2d 793 (1989) (held district court had jurisdiction to tax costs related to transferred will contest; language suggesting district court obtains jurisdiction over all related proceedings was applied narrowly here)
- In re Estate of Muncillo, 280 Neb. 669, 789 N.W.2d 37 (2010) (denial of special administrator is a final, appealable order because the harm cannot be undone after the fact)
- In re Estate of Lakin, 310 Neb. 271, 965 N.W.2d 365 (2021) (order denying suspension/removal and appointment of successor or special administrator is final and appealable)
- In re Estate of Beltran, 310 Neb. 174, 964 N.W.2d 714 (2021) (orders denying discovery were not final where rights could be vindicated on appeal from final inventory; illustrates limits of finality analysis)
- Bohling v. Bohling, 309 Neb. 625, 962 N.W.2d 224 (2021) (under §30-2429.01 the district court’s authority on transfer is limited to determining will validity; other probate issues remain for county court)
- In re Estate of Cooper, 275 Neb. 322, 746 N.W.2d 663 (2008) (explains interaction between removal restrictions and appointment of special administrator)
